Contracts that are set to automatically rollover should not require manual intervention the keep changing the date. Is there a way for the system to recognise that the contract is set to automatically rollover to the renewal date specified when th...
Contracts Administration: Reduce the need for manual intervention
Can the contracts that are set as naturally expiring, automatically expire on the set date and change the status to ceased and archive themselves? At the moment we rely on each property administration to go in and amend this, the system should be ...
When running reports from the compliance matrix, would it be possible to show the "done awaiting paperwork in a different colour so that it can be filtered separately in excel.
Ability to set default email settings for new users
At the moment when new users are created (in our case usually automatically by being pulled through from EveryHR) it defaults to that user receiving no email notifications. Ideally we would want to be able to set some defaults so that, for example...
We are a growing trust and have recently started using the MAT Compliance Matrix. I have just been on Chat to find out how the matrix can indicate that remedial works are required following a statutory service. I'm extremely disappointed to be adv...
I think a copy and paste feature should be added for checklists, As i have found if i were to make a firedoor checklist for the fire door checks. I would have to write out over 100 separate sections of the same thing where it could just be copy an...
The ability to turn activities that are 'completed-awaiting documents' amber.
Currently, when an activity is awaiting documentation, the colour is red or green. Green makes it look completed and that there is nothing outstanding, whereas red makes it appear as if the activity has not been completed. This has created a lot o...
I would like to be able to set a timescale once a ticket is created for action to take place, so say after a set time period whether thats days or weeks a flag is created by the issue to highlight the lack of actions
having a tick box on the compliancy matrix so when setting up new schools and adding the Activities, You can tick the activities you needed rather than going though each one, 1 at a time
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